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United Parcel Service
UPS

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1726
Capital Advantage
California
$219K -$30.6K -311 -13%
MSE
1727
MUFG Securities EMEA
United Kingdom
$219K +$213K +2,168 New
AWG
1728
Altus Wealth Group
Colorado
$219K +$7.38K +75 +4%
FCP
1729
Fidelis Capital Partners
Florida
$218K -$14.8K -150 -6%
MA
1730
MONECO Advisors
Connecticut
$217K -$108K -1,098 -34%
IPA
1731
Investment Planning Advisors
Georgia
$217K +$212K +2,150 New
GSEP
1732
Golden State Equity Partners
California
$217K -$63.9K -649 -23%
WCM
1733
Winebrenner Capital Management
Kentucky
$216K +$16.3K +166 +8%
DIA
1734
Dean Investment Associates
Ohio
$215K -$3.37M -34,222 -94%
HCG
1735
Haven Capital Group
California
$215K – – –
FHC
1736
First Heartland Consultants
Missouri
$214K +$209K +2,124 New
DCM
1737
DGS Capital Management
New Jersey
$214K +$209K +2,121 New
MCM
1738
Mattern Capital Management
Colorado
$214K -$451K -4,580 -68%
PMWMG
1739
Parr McKnight Wealth Management Group
Minnesota
$213K +$1.57K +16 +0.8%
CCC
1740
Compass Capital Corp
Massachusetts
$213K +$243K +2,473 New
SB
1741
SIG Brokerage
New York
$213K -$307K -3,122 -60%
MCWA
1742
Meadow Creek Wealth Advisors
Georgia
$212K -$2.85K -29 -1%
OFS
1743
Orrstown Financial Services
Pennsylvania
$212K +$207K +2,105 New
PCS
1744
Personal CFO Solutions
New Jersey
$212K -$126K -1,278 -38%
MCC
1745
Money Concepts Capital
Florida
$212K +$10.2K +104 +5%
CPIA
1746
Cornell Pochily Investment Advisors
New York
$211K -$5.41K -55 -3%
MWM
1747
Maridea Wealth Management
New York
$211K -$409K -4,156 -67%
WDC
1748
Woodward Diversified Capital
California
$209K +$203K +2,066 New
BFA
1749
Benedict Financial Advisors
Georgia
$208K +$1.97K +20 +1%
AG
1750
AlTi Global
New York
$208K +$203K +2,064 New
68 69
70
71 72